Iron Ore
Brokers brushed aside a robust first half result for Aurizon, instead looking at the issues which cloud the outlook beyond FY17.
Feb 14 2017
A glance through the latest expert views and predictions about commodities. China and coal; ASX gold sector; outlook for energy sector; iron ore prices.
Feb 09 2017
A glance through the latest expert views and predictions about commodities. Silver use in PV cells; tight zinc markets; China’s coal policies; dividend outlook for miners.
Jan 30 2017
BlueScope Steel has upgraded earnings estimates for the first half and brokers welcome the work done to improve the outlook and balance sheet.
Jan 25 2017
Previous Stories
Brokers Jumping On Ausdrill
Jun 09 2011
Two new Buy ratings today take mining services company Ausdrill four from four Buys in the FNArena database.
Material Matters: Iron Ore, Thermal Coal, And Base Metals
Jun 09 2011
A glance through the latest expert views and predictions about commodities with arguments in support of continued strength in iron ore and thermal coal prices plus updates on base metals.
Is Fortescue Expansion Timetable (Too) Aggressive?
Jun 06 2011
A site visit was accompanied by Fortescue indicating a more aggressive timetable for production expansion, one seen as a challenge by brokers.
Material Matters: Coal Positives, Iron Ore Juniors, And Gold
May 30 2011
A glance through the latest expert views and predictions about commodities about why coal prices may find support, iron ore juniors and why there appears downside risk to the gold price.
Material Matters: Commodities And QE, Copper, Precious Metals And Gems
May 25 2011
A glance through the latest expert views and predictions about commodities with NAB seeing little correlation between commodity prices and QE, support for gold and copper, caution on silver, and gems as investments.
Material Matters: Positives For Bulks And Changing Market Dynamics
May 24 2011
A glance through the latest expert views and predictions about commodities with signs Japanese demand for coal and iron ore remains solid, nickel coming under pressure, changes to gold market dynamics and some mixed views on base metals.
Material Matters: Oz Energy Stocks, Oz Steel Data, And Forecast Changes
May 20 2011
A glance through the latest expert views and predictions about commodities with Macquarie adjusting commodity price forecasts, April steel Data for Australia coming in mixed and Goldman Sachs adjusting preferences among the big Oz energy stocks.
Material Matters: Upgrades To Bulk Forecasts, Food Prices and PGMs
May 19 2011
A glance through the latest expert views and predictions about commodities with bulk price forecasts lifted, Goldman Sachs talking food is a late cycle commodity play and tighter PGM markets.
Material Matters: Recent Sell-Off Is But A Correction
May 18 2011
A glance through the latest expert views and predictions about commodities with analysts seeing the recent commodity sell-off as a correction and suggestions for playing the sector at present.
Material Matters: Commodities Outlook, Palladium, Steel And Oil
May 16 2011
A glance through the latest expert views and predictions about commodities with RBS suggesting an opportunity from the recent commodity market sell-off, why palladium is a buy and updates on steel and oil.
